Updating security prices
Dear Moneydance
I have updated security prices in history manually but these prices are not reflected in portfolio view or Investment Account totals. Please can you help?
Roger
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1 Posted by derekkent23 on 06 Mar, 2017 02:27 PM
I am not support staff, just a user.
You don’t say which version or build of moneydance you are using? So if the following does not help post that information.
You could check the “Current Price” value in “History” as this is the value used on the Portfolio View, Security Detail windows as well as the Summary page and Side Bar etc. rather than the dated prices.
Hope this helps.
2 Posted by Tom Freeman on 06 Mar, 2017 03:46 PM
When you added the prices in the history did you update the current price field. The security history does not automatically update the current price field.
If you are manually entering new prices, there is an extension named security price entry. It allows you to enter new security prices for all your securities from one table and updates both history and current price.
You can get to this by going to extension > manage extensions and selecting it from the list.
Tom Freeman
Infinite Kind Support
3 Posted by Roger Babington on 06 Mar, 2017 05:53 PM
This has solved my problem and I am most grateful to derekkent23. Thank you.
4 Posted by Roger Babington on 07 Mar, 2017 09:06 PM
Many thanks to you and derekkent23. My problem is solved and I am using security price entry. I am grateful to you.
Roger
System closed this discussion on 06 Jun, 2017 09:10 PM.